I provide financial advisory services in the areas of qualified retirement plans, estates, fiduciary & trust administration, taxation, and investment management.
As a Certified Trust and Fiduciary Advisor (CTFA), with over 20 year of experience in the financial services industry; I can provide expertise on the provision of fiduciary services related to trusts, estates, guardianships and individual asset management accounts.
Contact Info
Contact person – Jose Torres
Website –
renasantbank.com
Business Email – [email protected]
Phone – (352) 867-2203
